Financial Consultant Job Description 241l23

financial consultant job description The financial consultant job description includes elements such as: financial consultant responsibilities, financial consultant skills, financial consultant qualities, financial consultant abilities, financial consultant experience, financial consultant job tools, financial consultant working conditions… Other useful materials for financial consultant career: • financemanagement123.com/23-free-ebooks-for-finance-management • financemanagement123.com/215-free-finance-management-forms • financemanagement123.com/16-free-tools-for-finance-management • financemanagement123.com/top-84-finance-KPIs • financemanagement123.com/top-21-finance-job-descriptions • financemanagement123.com/100-finance-interview-questions-and-answers

Key duties/responsibilities for financial consultant 1. Ability to work directly with clients in and out of the office. 2. Serve as troubleshooter, and may handle and/or delegate routine service procedures. 3. Upon client request, prepare paperwork to transfer ownership of assets to trusts, estate, family , etc.; handle or delegate IRA matters and transactions in clients’ business retirement plans; provide information for income taxes to clients or their tax preparers; serve as liaison between clients and any outside service providers we may have recommended. 4. Place trades, handle market-related problems, margin issues, etc. with personal clients and other Financial Consultant III’s clients. 5. Assign tasks such as correspondence, paperwork, etc. to staff to prepare. 6. Work directly with personal clients in all aspects of their financial needs, including researching and preparing proposals for investment recommendations.

Key job qualifications for financial consultant 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.

BA/BS in Finance, ing, Economics or related degree 3+ years experience managing Finance functions and personnel 5-7 years experience in a financial budgeting and analysis responsibilities Experience and understanding in corporate Information Technology cost streams Experience in Telco cost streams preferred Expertise in MS Excel, MS Access and financial modeling Experience with Hyperion systems preferred Must possess a strong business ethic and thrive in a dynamic and changing environment Strong attention to details and a solid analytic skill base Excellent communication skills including the ability to confidently interact with executive management and aggressively manage deadlines and deliverables

Format for financial consultant job description A typical job description includes 4 main part as follows: 1. Job information This part includes: job title, reporting relationships, department, job location, manager/supervisor’s title, job code, purpose and objective of the job. 2. List of main task 3. Contents of Job Specifications • Knowledg/education. • Skill requirements. • Experience. • Abilities. Ability include physical ability, metal ability, aptitudes. 4. Contents of working conditions • Environmental conditions • Job hazards / safety • Machine, tools and equipments

KSA model in setting up job description 1. What is KSA model? KSA model is a competency model of individual. KSA is the same KSAO. KSA include Knowledge, Skills and Abilities (also called KSAs model) that an applicant must have to perform successfully in the position.

2. Components of KSA: Knowledge • A body of information needed to perform a task. • For example, Human Resources Knowledge include knowledge of personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems. Skills • Skills are the proficiency to perform a certain task. • For example, skill in operating computer peripherals such as printers. Abilities • Abilities are an underlying, enduring trait useful for performing tasks. • For example, oral comprehension – the ability to listen to and understand information and ideas presented through spoken words and sentences.

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Useful materials (continue…) • Top 14 career objectives • Top 12 career promotion tips • Top 15 ways to search jobs • Top 7 cover letter samples • Top 8 resume samples • 110 finance interview questions with answers • 13 types of interview questions and how to solve them • 11 performance appraisal methods (includes appraisal templates and forms) • Top 28 performance appraisal forms • Top 12 salary negotiation tips • Top 9 tips to get high salary

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